Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Santiago Blanco is a financial advisor in Miami, FL. Felipe has been working in the securities industry for over 20 years. He is currently registered with RBC Capital Markets, LLC. Prior to joining RBC Capital Markets, LLC, Felipe was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Felipe holds Series 7, 63, and 66 licenses. He specializes in providing financial planning services to individuals, families, and businesses. Felipe has experience in managing investments for high-net-worth individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
08/27/2018 - Present
RBC Capital Markets, LLC (Miami FL)
FL
01/05/2012 - 08/28/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
07/02/2007 - 01/11/2012
MBSC SECURITIES CORPORATION (MIAMI FL)
NY
06/06/2003 - 07/02/2007
MBSC, LLC (NEW YORK NY)
NY
10/16/2002 - 06/06/2003
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
BOTH
Issued 03/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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